HomeCompareTWX vs JEPI

TWX vs JEPI: Dividend Comparison 2026

TWX yields 2.02% · JEPI yields 8.56%● Live data

vsPost on X →
After 10 years · $10,000 invested · DRIP enabled
🏆 TWX wins by $120.0K in total portfolio value· pulled ahead in Year 4
10 years
TWX
TWX
● Live price
2.02%
Share price
$98.77
Annual div
$2.00
5Y div CAGR
53.8%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$149.3K
Annual income
$64,598.61
Full TWX calculator →
JEPI
JPMorgan Equity Premium Income ETF
● Live price
8.56%
Share price
$55.65
Annual div
$4.76
5Y div CAGR
0%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$29.3K
Annual income
$1,573.67
Full JEPI calculator →

Portfolio growth — TWX vs JEPI

📍 TWX pulled ahead of the other in Year 4

Annual dividend income

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Recession Test — Did They Cut Dividends?

How each stock treated shareholders during the 3 biggest crises of the last 20 years

Crisis PeriodTWXJEPI
2008–2009
GFC
— No data— No data
2020 Q1–Q2
COVID
— No data— No data
2022 Q4
Rate Hike
— No data— No data
Based on dividend payment history. "Increased" = dividend grew during crisis. "Maintained" = held within 3%. "Cut" = reduced by more than 3%.
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Dividend Calendar Overlap

Combined, TWX + JEPI cover 0 of 12 monthsgood coverage

Jan
Feb
Mar
Apr
May
Jun
Jul
Aug
Sep
Oct
Nov
Dec
TWX pays
JEPI pays
Both pay
Neither
💰

Tax Bracket Optimizer

Which stock is actually better after tax? Adjust your rate to find out.

TWX
Annual income on $10K today (after 15% tax)
$172.12/yr
After 10yr DRIP, annual income (after tax)
$54,908.82/yr
JEPI
Annual income on $10K today (after 15% tax)
$727.38/yr
After 10yr DRIP, annual income (after tax)
$1,337.62/yr
At 15% tax rate, TWX beats the other by $53,571.20/year in after-tax income after 10 years on $10,000
⚖️

Lazy Portfolio Split Optimizer

What's the optimal mix of TWX + JEPI for your $10,000?

TWX: 50%JEPI: 50%
100% JEPI50/50100% TWX
Portfolio after 10yr
$89.3K
Annual income
$33,086.14/yr
Blended yield
37.04%
🏛️

Copy Congress — What Are Politicians Buying?

Senate & House STOCK Act disclosures (last 90 days)

TWX buys
8
JEPI buys
0
PoliticianChamberTickerTypeAmountDate
Earl Blumenauer🏢 House$TWX▼ Sell$1,001 - $15,0002018-06-15
Zoe Lofgren🏢 House$TWX▼ Sell$1,001 - $15,0002018-06-15
David Perdue🏛 Senate$TWX▲ Buy$1,001 - $15,0002018-05-04
Patty Murray🏛 Senate$TWX▼ Sell$1,001 - $15,0002017-06-15
Patty Murray🏛 Senate$TWX▲ Buy$1,001 - $15,0002017-03-16
Susan M. Collins🏛 Senate$TWX▼ Sell$1,001 - $15,0002014-11-10
Susan M. Collins🏛 Senate$TWX▼ Sell$1,001 - $15,0002014-11-10
Sheldon Whitehouse🏛 Senate$TWX▲ Buy$1,001 - $15,0002014-02-19
Sheldon Whitehouse🏛 Senate$TWX▲ Buy$1,001 - $15,0002014-02-19
Sheldon Whitehouse🏛 Senate$TWX▲ Buy$1,001 - $15,0002014-02-19
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricTWXJEPI
Forward yield2.02%8.56%
Annual dividend / share$2.00$4.76
Payout ratio50%50%
1-year div growth0%0%
5-year div CAGR53.8%0%
Portfolio after 10y$149.3K$29.3K
Annual income after 10y$64,598.61$1,573.67
Total dividends collected$120.6K$12.0K
Payment frequencyquarterlymonthly
SectorStockETF

Year-by-year: TWX vs JEPI ($10,000, DRIP)

YearTWX PortfolioTWX Income/yrJEPI PortfolioJEPI Income/yrGap
1$11,011$311.43$11,276$855.74$265.00JEPI
2$12,275$492.92$12,675$926.02$400.00JEPI
3$13,924$789.83$14,207$999.01$283.00JEPI
4← crossover$16,187$1,287.81$15,878$1,074.57+$309.00TWX
5$19,472$2,151.85$17,697$1,152.57+$1.8KTWX
6$24,555$3,720.72$19,674$1,232.87+$4.9KTWX
7$33,019$6,744.41$21,815$1,315.29+$11.2KTWX
8$48,366$13,035.54$24,131$1,399.68+$24.2KTWX
9$79,197$27,445.91$26,630$1,485.86+$52.6KTWX
10$149,339$64,598.61$29,323$1,573.67+$120.0KTWX

TWX vs JEPI: Complete Analysis 2026

TWXStock

TWX is a dividend-paying stock. Use this calculator to estimate your future dividend income, DRIP compounding returns, and passive income potential from investing in TWX shares.

Full TWX Calculator →

JEPIETF

The fund seeks to provide the majority of the returns associated with its primary benchmark, the Standard & Poor's 500 Total Return Index (S&P 500 Index), while exposing investors to less risk through lower volatility and still offering incremental income. Under normal circumstances, the fund invests at least 80% of its assets in equity securities. It may also invest in other equity securities not included in the S&P 500 Index.

Full JEPI Calculator →
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⚠️ Educational purposes only. Not financial advice. Congressional trades sourced from SEC STOCK Act filings via FMP. Past performance does not guarantee future results.